Client Key Information Form Client Key Information Form Client Key Information Form ESTIMATED TIME TO COMPLETE: 15 to 20 MINUTES. INTRODUCTION About this form To act for clients, we need to know certain key information, and from time to time need to check that the information we hold is correct and up to date. This form will help you provide, confirm or update, the basic information we need. PLEASE type in normal upper, lower case letters e.g. John Smith, NOT john smith, or JOHN SMITH. That will help. Thank You. TIP: Look through the form and if you don't have some of the information to hand, gather that together, then come back and complete this form. CLIENT STATUS Are you providing this information as a new client or an existing client? * New client Existing Client How did you hear about T4 Tax Limited (or who recommended you to us)? YOUR BASIC DETAILS Your T4 Client Reference e.g. A111 (if known otherwise leave blank) Title * MrMrsMissMsDrSirDameOther First Name * Formal first name Surname * Last name Salutation How would you like us to address you?, e.g. Tom instead of Thomas Middle Name(s) Middle names (if any) Email * If you have more than one email address the main email you want us to associate with your account with us. Date of Birth (DOB) * Format 01/01/1965 or use date picker Nationality * e.g. British Town of Birth * Have you ever changed your name? * No Yes Previous Name * e.g. Maiden name Date Name Changed * Format 01/01/1965 or use date picker Reason for name change * Marriage Divorce Deep Poll Other reason ADDRESS DETAILS Home Address Line 1 * Home Address Line 1 Home Address Line 1 Home Address Line 1 Town or City Town or City County County Postcode Postcode Country AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCôte d'IvoireCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCook IslandsCosta RicaCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthelemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Mobile Phone Number * no spaces Home Phone Number no spaces Work or Office Phone Number no spaces (include local dialing code) Have you lived at current address for less than 3 years? * Yes No Date Moved to Current Address (Approx if necessary) * Format 01/01/1965 or use date picker - not sure of exact date pick as close as you can remember Previous Address * Previous Address Previous Address Previous Address Town or City Town or City County County Postcode Postcode Country AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCôte d'IvoireCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCook IslandsCosta RicaCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthelemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Do you have a seperate Business Address * No Yes Business Address * Business Address Business Address Business Address Town or City Town or City County County Postcode Postcode Country AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCôte d'IvoireCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCook IslandsCosta RicaCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthelemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country COMMUNICATION, GDPR AND PRIVACY You can find our Privacy & Data Policy on our website. Using the search box for "privacy policy". T4Tax Limited is also registered with the Information Commissioner (ICO) in the UK for data purposes. We communicate with clients via the following means. (Restricting any makes communication less efficient) WhatsApp (WhatsApp.com) Email https://www.zoho.com/sign (E-Signing - Digital Signatures) (or dochub.com as a backup) MailChimp.com (T4 Account) Telephone (Mobile) Calls Telephone (Mobile) Text Message Zoom.com (Virtual Meetings) Via T4Tax.com (our website) Telephone (Landline) Signal.org https://www.onedrive.com (Microsoft Cloud) https://www.zoho.com/ (T4 Account (Workplace, cliq and other apps) https://cloud.t4tax.com (T4 Client Cloud) (BETA MODE) https://www.dropbox.com (File Sharing Site) These are listed roughly in order of how we tend to interact with clients currently... so sort of our preference. IF YOU UNTICK (DESELECT) ANY FORMS OF COMMUNICATION THIS WILL MAKE COMMUNICATION LESS EFFICIENT, THIS COULD INCREASE TIME OR RESOURCES NEEDED. OUR FEES MAY THEN NEED TO INCREASE TO REFLECT THE ADDITIONAL COSTS INVOLVED. IF COMMUNICATION IS TOO RESTRICTIVE OR LIMITED WE MAY DECLINE TO ACT OR CEASE TO ACT. TAX INFORMATION National Insurance Number (NINO) * (enter with no spaces) Are you registered with HMRC for filing "Self-Assessment" Tax Returns? * NoYesNot sure UTR (Unique Taxpayers Reference 10 numbers long) * 10 digits (no spaces) Where are you registered as a taxpayer with HMRC? * UK (no election made) Scotland Wales Not Sure (to be checked) Only Scottish or Welsh individuals can elect for different tax treatment to the UK central scheme and rates. Your "main home" will need to be in Scotland or Wales for this to relevant. GOVERNMENT GATEWAY We recommend you have a Gov.uk Gateway account. This is Gov.uk and online access to your State Pension Entitlement, National Insurance record, tax information, benefits and basic information management (address etc). Gov.uk Online Gateway Account * I already have a Gov.uk Gateway Account I don't have a Gov.uk Gateway Account I am not sure HMRC (Gov.uk) will cancel you Gateway account if you do not access it regularly. We recommend you login to your Gov.uk Gateway account at least once a year (currently deleted if not accessed within two to three years). Are you happy to give T4 access to your existing personal Gov.uk Gateway? * Yes No Maybe This can help if we need to help you maintain or edit information in your Gov.uk Gateway, and can help in other ways. Are you aware that if you do not access your Gov.uk account at least every two years (or so) Gov.uk will delete it? * Yes - I was aware No - But I am now Would you like T4 to setup a Gov.uk Gateway Account for you? * Yes No - I will do it myself If the answers is yes we will need a copy of your current, in date, A) passport or UK photo driving licence, plus B) a recent P60 or payslip (or other information) to verify your ID with HMRC during the application. FAMILY DETAILS Family details are important as they can affect tax reliefs (such as Marriage Allowance Transfer), tax planning and entitlement (such as Child Benefit) Marital Status * SingleMarriedFormal Civil PartnershipLive with a partner (but not married)SeperatedDivorcedRe-MarriedEngaged Date of Marriage * Format 01/01/1965 or use date picker Partners Full Name * Partners Maiden Name (if applicable) * Partners Approx. Level of Gross Income * No IncomeUnder £13,000£13,000 to £30,000£30,001 to £50,000£50,001 to £100,000£100,000 to £150,000£150,001 or more Do You Have Children * Yes No How Many Children Do You Have? * 12345More than 5 Are either parent claiming Child Benefit? * Yes No Who Claims the Child Benefit * Me My Partner Marriage Allowance Transfer - Have you or your spouse made a claim for "marriage allowance transfer" * Yes - My spouse has made a claim to transfer to me Yes - I have made a claim to transfer to my spouse No MA transfer claim has been made by either of us I don't know or have not heard of this Not Married 1st Child (Name) Oldest child 1st Child (Date of Birth) Format 01/01/2012 or use date picker 2nd Child (Name) 2nd Child (Date of Birth) Format 01/01/2012 or use date picker 3rd Child (Name) 3rd Child (Date of Birth) Format 01/01/2012 or use date picker 4th Child (Name) 4th Child (Date of Birth) Format 01/01/2012 or use date picker 5th Child (Name) 5th Child (Date of Birth) Format 01/01/2012 or use date picker If more than 5 children you can enter more details here INCOME AND BUSINESS DETAILS Basic information about you and your sources of income Please select EACH source of income you have? * Employment Income PAYE (NOT your own company) Employment Benefits in Kind (e.g. Company Car, Private Health) Director of my own Ltd company(s) Self-Employed Income (sole trader or partner) Rental Income State Pension Pension (from Previous Employer) Other Private Pensions (Non State) Bank Interest Received Dividends (from investments not own company) Foreign Income or Assets ISA Investments (Tax Free) Other Income (not listed above) Other income sources or types Are You In Business? * Yes No i.e. self-employed, own a Ltd company, or you are a landlord What type of business(es) do you own * Sole Trader Partner Limited Company Landlord Date You Started Self-Employment? * New clients - Please enter as accurately as possible as affects your Class 2 National Insurance (if more than a year or two ago aim for month and year, which day is less important, as best you can remember). Date Your Rental Income Started? * New clients - Please enter as accurately as possible (if more than a year or two ago aim for month and year, which day is less important, as best you can remember). Are you are working in the Construction Industry? * NoYesNot Sure HMRC CIS (Builders and trades) Have you Registered HMRC for the CIS Scheme? * YesNoNot sure HMRC CIS (Builders and trades) Full Name of Your Business (or enter own name) * Include Ltd or Limited if it is a limited company Companies House Number (Ltd Company) if known (you can find this on Companies House website, google search "companies house") Brief description of trade or profession * Brief sentence or keyword(s) only Business Website / URL www. no need to include the https://www. at the beginning (e.g. mybusiness.com) Approx. Level of Your Own Gross Income * No IncomeUnder £13,000£13,000 to £30,000£30,001 to £50,000£50,001 to £100,000£100,000 to £150,000£150,001 or more STUDENT LOANS Mainly affects individuals that have gone through university or further education since 1990 Do you have a Student Loan? * No Yes Type of Student Loan Plan 1Plan 2OtherNot sure IDENTIFICATION DOCUMENTS (T4 are REQUIRED to obtain) TWO items of ID are required under the Money Laundering Regulations. BOTH 1. Photo ID and 2. Proof of Current Address. You can Upload them here, WhatsApp a copy to John Cotter on 07974 024 390, or email them to t4.office@t4tax.com. 1. Photo ID * Passport (copy of photo pages) Photo Driving Licence I will provide to T4 separately (by email to t4.office@t4tax.com) I will provide to T4 separately (by WhatsApp to 07974 024 390) I Don't have a Passport or Photo Driving Licence Please select which one you will be providing (which you can send to us separately to this form) Photo ID File Upload Drop a file here or click to upload Choose File Maximum file size: 67.11MB 2. Address ID (not mobile phone bill) - Recent document please * Utility bill (e.g, gas, electric, council tax) Bank statement HMRC coding notice, HMRC letter I will provide to T4 separately (by email to t4.office@t4tax.com) I will provide to T4 separately (by WhatsApp to 07974 024 390) Please select which one you will be providing (which you can send to us separately to this form) Address ID File Upload Drop a file here or click to upload Choose File Maximum file size: 67.11MB PREVIOUS ACCOUNTANT OR AGENT Only if you are moving to us from a different previous accountant or agent. Do you have a previous accountant or agent dealing with your tax affairs? * NoYes Previous agent / accountant firms name (if changing to T4) Previous Accountant or Agents Address Previous Accountant or Agents Address Previous Accountant or Agents Address Previous Accountant or Agents Address Postcode Postcode Town or City Town or City Country AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCôte d'IvoireCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCook IslandsCosta RicaCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussiaRwandaSaint BarthelemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint Maarten (Dutch part)SlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country Previous agents email address (if you cannot remember the contact details for your previous agent when completing this form you can let us know seperately as we may be able to find it out) Previous agents Telephone Number Contact Name (at previous agent) Who should we contact for any hand over documents (if known) ENGAGEMENT AGREEMENTS We have engagement agreements, via our website, which explain the terms or conditions on which our services are provided for your agreement. 1. General Terms and Conditions (ALL CLIENTS) * Yes I agree to completing the General Terms Agreement online. Service specific Engagement Agreements - Select each one(s) which you think might be applicable for you. * Personal Tax Returns (Self-Assessment) Cloud Bookkeeping (We use QuickBooks Online and can provide discounted licences) VAT Returns (Via QuickBooks Online) Payroll (if you run a Ltd company or employ people) (via BrightPay Software) Year End Accounts - Limited Company Year End Accounts - Sole Trader Year End Accounts - Partnership Year End Accounts - Rental Statements Consultancy Services (specific or bespoke issues) HMRC "Tax Enquiry" Investigation HMRC "VAT Inspection" Training Services (various) Once we have sufficient information about you we can provide links to where you can read and agree any specific terms for services to be provided. ANY OTHER INFORMATION YOU THINK WILLL BE HELPFUL Optional If you are aware of any other information that may be relevant to your tax or if have any comments to add to any of the above you can enter here FEEDBACK Feedback helps us improve our services to you and others How easy did you find this form to deal with? * star star_full 1 Star star star_full 2 Stars star star_full 3 Stars star star_full 4 Stars star star_full 5 Stars 1 star = very difficult to 5 stars = easy Any additional feedback, comments or suggestions AGREEMENTS & SIGN We need your agreement to the following: * GDPR (Data and Privacy Regulations): I agree to submitting and maintaining this information or documentation with T4 Tax Limited via this website. We need your agreement to the following: * T4 use MailChimp.com if we need to send emails globally to all clients, or groups of clients. I consent to this submission automatically adding or updating my email address in T4's MailChimp.com account. (We or you can remove it later if you cease to be a client, for example). Signature * Clear NOTE: Allow up to 30 seconds for the form to submit after clicking on submit. Your will get confirmation or by redirected to anything not completed. The document will be treated as dated the date you submit it. If you are human, leave this field blank. Submit T4 Tax LimitedChartered Tax Advisers & Independent Certified Practising Accountants
